Individual Tax Return icon

Individual Tax Return

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Download your free Individual Tax Return template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Individual Tax Return' templateIndividual Tax ReturnOrganize and request client information2 AutomatorsUpdate and send the client task for the upcoming individual tax workCompletedCLIENT TASKSDocumentation request for your upcoming tax work3 AutomatorsComplete and upload this year's tax checklist (see below) and documents (e.g. slips)CompletedKick-off tax prep6 AutomatorsValidate receipt of client checklist/docs and move/assign into production with the PreparerCompleted

This template is designed to guide you through Karbon's best practice workflow for individual tax returns (e.g. T1) for your Canadian clients.

To use with Karbon, set the work type to 'Tax: Individual return (T1)', and review and simplify to your own firm's unique corporate tax preparation method of delivery.

This is the end-to-end process to support an individual tax return for a walk-in client, new client, and/or more complicated return.

The automators within the workflow will update the task due dates, change statuses of both the tasks and work, and move the assignment of the work automatically based on the completion of the sections themselves. The template is set to kick-off, complete, file and confirm with the client within 4 weeks (barring client slow down or internal issues).

Learn how to use this template in action.

Download the Template

Download your Individual Tax Return template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling

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